The earnings call presented a positive outlook with significant achievements in revenue growth, strategic initiatives, and the successful integration of ABOUT YOU. However, challenges such as a slight decline in gross margin, inventory management, and a volatile consumer demand environment are notable concerns.

Company Guidance

During the Q2 2025 earnings call, Zalando SE provided comprehensive guidance for the fiscal year 2025. The company anticipates 12% to 15% growth in GMV, amounting to EUR 17.2 billion to EUR 17.6 billion, and revenue growth between 14% to 17%, reaching EUR 12.1 billion to EUR 12.4 billion, factoring in the recent ABOUT YOU acquisition. On a pro forma basis, the guidance reflects a year-on-year increase of 4% to 7% in GMV and revenue. Adjusted EBIT for the combined group is projected between EUR 550 million and EUR 600 million, slightly exceeding Zalando's initial standalone guidance by EUR 15 million at the midpoint. The guidance emphasizes continued focus on profitable growth, strategic ecosystem expansion, and synergies from the ABOUT YOU acquisition, while also reflecting anticipated efficiencies in operating expenses and early synergies.

Strong GMV and Revenue Growth

The company achieved a GMV growth of 6.2% and revenue growth of 7.6% year-on-year, marking significant accomplishments amidst a changing macroeconomic environment.

Adjusted EBIT Improvement

Zalando reported an adjusted EBIT of EUR 232 million with a margin of 4.4%, improving by 0.3 percentage points year-on-year.

Launch of AI-Powered Discovery Feed

Zalando launched a new AI-powered discovery feed in its app, enhancing customer engagement with personalized content and recommendations.

Successful Integration of ABOUT YOU

The acquisition and integration of ABOUT YOU are expected to result in significant synergies, contributing to a projected adjusted EBIT of EUR 550 million to EUR 600 million for the combined group.

Expansion of Loyalty Program

The loyalty program surpassed 10 million members, contributing significantly to customer engagement and retention.

B2B Segment Growth

B2B revenues grew by 12.2% year-over-year, driven by ZEOS fulfillment, with adjusted EBIT margin increasing by 1.3 percentage points to 4.3%.

Zalando SE (ZLNDY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZLNDY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.14 / -	0.096	―	―	―
Aug 05, 2025	2025 (Q2)	0.21 / 0.21	0.203	5.91% (+0.01)
May 06, 2025	2025 (Q1)	0.05 / 0.03	-0.016	281.25% (+0.04)
Mar 06, 2025	2024 (Q4)	0.24 / 0.27	0.135	100.00% (+0.14)
Nov 05, 2024	2024 (Q3)	0.10 / 0.10	-0.016	700.00% (+0.11)
Aug 06, 2024	2024 (Q2)	0.15 / 0.20	0.12	69.17% (+0.08)
May 07, 2024	2024 (Q1)	0.04 / -0.02	-0.083	80.72% (+0.07)
Mar 13, 2024	2023 (Q4)	0.15 / 0.14	0.206	-34.47% (-0.07)
Nov 01, 2023	2023 (Q3)	0.03 / -0.02	-0.069	76.81% (+0.05)
Aug 03, 2023	2023 (Q2)	0.16 / 0.12	0.026	361.54% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ZLNDY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$14.80	$14.62	-1.22%
May 06, 2025	$18.26	$17.66	-3.29%
Mar 06, 2025	$18.55	$17.90	-3.50%
Nov 05, 2024	$15.29	$15.14	-0.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Zalando SE (ZLNDY) report earnings?

Zalando SE (ZLNDY) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Zalando SE (ZLNDY) earnings time?

Zalando SE (ZLNDY) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ZLNDY EPS forecast?

ZLNDY EPS forecast for the fiscal quarter 2025 (Q3) is 0.14.

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